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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SLB +15,773+$865
NE +7,479+$363
LAUR +16,444+$240
KKR +2,165+$218
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BA -4,833-$1,260
CNXC -4,575-$422
SHYD -14,092-$312
WEN -12,021-$233
FSCO -13,011-$75
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
FLRN +20,267+$641
FLOT +12,084+$634
JPST +8,737+$438
PULS +7,389+$374
SCHO +6,349+$257
SHM +5,342+$245
JMST +3,777+$186
SUB +3,328+$346
VEA +2,532+$746
SGOV +2,206+$224
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PSTG -1,016+$172
NET -997+$60
IBKR -660+$52
NVDA -519+$486
PGR -413+$199
SMB -398-$8
PFE -309-$7
CTRE -299+$31
VZ -276+$18
MBM Wealth Consultants LLC Info
Size ($ in 1000's)
At 03/31/2024: $284,322
At 12/31/2023: $267,052

MBM Wealth Consultants LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MBM Wealth Consultants LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By MBM Wealth Consultants LLC
As of  03/31/2024, we find all stocks held by MBM Wealth Consultants LLC to be as follows, presented in the table below with each row detailing each MBM Wealth Consultants LLC position, ordered by largest to smallest position size. The all-stocks-held-by-MBM Wealth Consultants LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by MBM Wealth Consultants LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 113,559 -144 $39,087
     VUG113,559-144$39,087
VANGUARD WHITEHALL FDS (VYM) 301,180 +1,453 $36,440
     VYM301,180+1,453$36,440
VANGUARD INDEX FDS (VOO) 73,445 +13 $35,305
     VOO73,445+13$35,305
VANGUARD INDEX FDS (VB) 73,190 +548 $16,730
     VB73,190+548$16,730
VANGUARD TAX MANAGED FDS (VEA) 254,168 +2,532 $12,752
     VEA254,168+2,532$12,752
PGIM ETF TR (PULS) 248,391 +7,389 $12,345
     PULS248,391+7,389$12,345
J P MORGAN EXCHANGE TRADED F (JPST) 236,043 +8,737 $11,908
     JPST236,043+8,737$11,908
J P MORGAN EXCHANGE TRADED F (JMST) 224,444 +3,777 $11,388
     JMST224,444+3,777$11,388
SPDR SER TR (FLRN) 289,186 +20,267 $8,916
     FLRN289,186+20,267$8,916
ISHARES TR (FLOT) 165,657 +12,084 $8,458
     FLOT165,657+12,084$8,458
SCHWAB STRATEGIC TR 159,010 +6,349 $7,666
     SCHO159,010+6,349$7,666
ISHARES TR (SGOV) 71,292 +2,206 $7,180
     SGOV71,292+2,206$7,180
SPDR SER TR (SHM) 60,791 +5,342 $2,884
     SHM60,791+5,342$2,884
ISHARES TR (IVV) 4,698 -2 $2,470
     IVV4,698-2$2,470
SPDR SER TR (SPLG) 39,640 +1,508 $2,439
     SPLG39,640+1,508$2,439
SPDR SER TR (SPYG) 33,320 +909 $2,437
     SPYG33,320+909$2,437
SPDR SER TR (SPYV) 47,574 +1,760 $2,383
     SPYV47,574+1,760$2,383
APPLE INC 13,278 +575 $2,277
     AAPL13,278+575$2,277
ABBVIE INC 11,233 -68 $2,045
     ABBV11,233-68$2,045
MICROSOFT CORP 4,652 +1 $1,957
     MSFT4,652+1$1,957
VALERO ENERGY CORP 10,208 -57 $1,742
     VLO10,208-57$1,742
WASTE MGMT INC DEL 7,743 -178 $1,650
     WM7,743-178$1,650
NVIDIA CORPORATION 1,820 -519 $1,644
     NVDA1,820-519$1,644
UNITED RENTALS INC 2,017 -31 $1,454
     URI2,017-31$1,454
HOME DEPOT INC 3,777 +51 $1,449
     HD3,777+51$1,449
AMAZON COM INC 7,999 -134 $1,443
     AMZN7,999-134$1,443
ALPHABET INC 9,163 +218 $1,395
     GOOG9,163+218$1,395
BOOKING HOLDINGS INC 376 +7 $1,364
     BKNG376+7$1,364
ARES CAPITAL CORP 63,120 +1,777 $1,345
     ARCC63,120+1,777$1,345
LAM RESEARCH CORP 1,307 -80 $1,272
     LRCX1,307-80$1,272
COSTCO WHSL CORP NEW 1,696 +27 $1,243
     COST1,696+27$1,243
FEDEX CORP 4,252 +409 $1,237
     FDX4,252+409$1,237
ISHARES TR (SUB) 11,647 +3,328 $1,220
     SUB11,647+3,328$1,220
LOCKHEED MARTIN CORP 2,618 +201 $1,199
     LMT2,618+201$1,199
UNITEDHEALTH GROUP INC 2,405 +120 $1,190
     UNH2,405+120$1,190
DIMENSIONAL ETF TRUST (DFUS) 20,831 UNCH $1,187
     DFUS20,831UNCH$1,187
CENTENE CORP DEL 14,974 +610 $1,175
     CNC14,974+610$1,175
INTERCONTINENTAL EXCHANGE IN (ICE) 8,458 +108 $1,162
     ICE8,458+108$1,162
PROGRESSIVE CORP 5,569 -413 $1,152
     PGR5,569-413$1,152
SCHWAB CHARLES CORP 15,909 +1,951 $1,151
     SCHW15,909+1,951$1,151
JEFFERIES FINL GROUP INC 26,018 +894 $1,147
     JEF26,018+894$1,147
THE CIGNA GROUP 3,100 -154 $1,126
     CI3,100-154$1,126
CLOUDFLARE INC 11,519 -997 $1,115
     NET11,519-997$1,115
BERKSHIRE HATHAWAY INC DEL      $1,084
     BRK.B2,578-74$1,084
SPDR SER TR (SPSM) 24,178 +1,029 $1,041
     SPSM24,178+1,029$1,041
VERTEX PHARMACEUTICALS INC 2,450 +82 $1,024
     VRTX2,450+82$1,024
T MOBILE US INC 6,190 +218 $1,010
     TMUS6,190+218$1,010
EPAM SYS INC 3,618 +320 $999
     EPAM3,618+320$999
ADOBE INC 1,910 +86 $964
     ADBE1,910+86$964
VANGUARD INDEX FDS (VO) 3,508 -70 $877
     VO3,508-70$877
DIMENSIONAL ETF TRUST (DFUV) 21,375 UNCH $874
     DFUV21,375UNCH$874
SCHLUMBERGER LTD 15,773 +15,773 $865
     SLB15,773+15,773$865
SPDR INDEX SHS FDS (SPDW) 23,997 +1,036 $860
     SPDW23,997+1,036$860
VANECK ETF TRUST (SMB) 41,341 -398 $704
     SMB41,341-398$704
PURE STORAGE INC 12,728 -1,016 $662
     PSTG12,728-1,016$662
AIR LEASE CORP 12,114 +669 $626
     AL12,114+669$626
INTERACTIVE BROKERS GROUP IN 5,236 -660 $585
     IBKR5,236-660$585
FIRSTCASH HOLDINGS INC 4,493 -175 $573
     FCFS4,493-175$573
UNITED THERAPEUTICS CORP DEL 2,241 +59 $515
     UTHR2,241+59$515
MERCK & CO INC 3,658 UNCH $485
     MRK3,658UNCH$485
CONOCOPHILLIPS 3,718 -49 $473
     COP3,718-49$473
TITAN MACHY INC 18,737 +2,038 $465
     TITN18,737+2,038$465
INTERNATIONAL BUSINESS MACHS 2,340 -49 $447
     IBM2,340-49$447
ONEOK INC NEW 5,547 -103 $445
     OKE5,547-103$445
DIMENSIONAL ETF TRUST (DFAS) 6,670 UNCH $416
     DFAS6,670UNCH$416
DIMENSIONAL ETF TRUST (DFAT) 7,591 UNCH $413
     DFAT7,591UNCH$413
ELEVANCE HEALTH INC 763 +39 $396
     ELV763+39$396
NRG ENERGY INC 5,744 -169 $389
     NRG5,744-169$389
NOBLE CORP PLC 7,479 +7,479 $363
     NE7,479+7,479$363
MASTERCARD INCORPORATED 730 UNCH $352
     MA730UNCH$352
VISA INC 1,246 UNCH $348
     V1,246UNCH$348
US BANCORP DEL 7,561 -21 $342
     USB7,561-21$342
PRUDENTIAL FINL INC 2,858 -69 $336
     PRU2,858-69$336
EMERSON ELEC CO 2,890 -72 $328
     EMR2,890-72$328
JOHNSON & JOHNSON 2,022 UNCH $320
     JNJ2,022UNCH$320
AMEREN CORP 4,221 UNCH $315
     AEE4,221UNCH$315
FIDELITY NATL INFORMATION SV 4,224 -133 $313
     FIS4,224-133$313
DOW INC 5,147 -147 $298
     DOW5,147-147$298
CARETRUST REIT INC 11,922 -299 $294
     CTRE11,922-299$294
UNUM GROUP 5,393 -180 $289
     UNM5,393-180$289
OMNICOM GROUP INC 2,938 -68 $286
     OMC2,938-68$286
OLD REP INTL CORP 9,269 -202 $285
     ORI9,269-202$285
TRAVEL PLUS LEISURE CO 5,726 -194 $283
     TNL5,726-194$283
EXXON MOBIL CORP 2,429 -70 $282
     XOM2,429-70$282
VERIZON COMMUNICATIONS INC 6,702 -276 $281
     VZ6,702-276$281
CISCO SYS INC 5,515 -204 $275
     CSCO5,515-204$275
AT&T INC 15,421 -216 $271
     T15,421-216$271
LSB INDS INC 30,000 UNCH $263
     LXU30,000UNCH$263
SOUTHERN CO 3,610 -56 $259
     SO3,610-56$259
CNA FINL CORP 5,535 -108 $251
     CNA5,535-108$251
CVS HEALTH CORP 3,136 -43 $250
     CVS3,136-43$250
SPIRE INC 4,056 +30 $249
     SR4,056+30$249
FEDERATED HERMES INC 6,809 -142 $246
     FHI6,809-142$246
BLACKSTONE MTG TR INC 11,847 -138 $243
     BXMT11,847-138$243
KINDER MORGAN INC DEL 13,186 -194 $242
     KMI13,186-194$242
LAUREATE EDUCATION INC 16,444 +16,444 $240
     LAUR16,444+16,444$240
CME GROUP INC 1,079 -30 $232
     CME1,079-30$232
3M CO 2,188 -5 $232
     MMM2,188-5$232
PFIZER INC 8,305 -309 $230
     PFE8,305-309$230
SPARTANNASH CO 11,312 +406 $229
     SPTN11,312+406$229
MONSTER BEVERAGE CORP NEW 3,842 UNCH $228
     MNST3,842UNCH$228
DIMENSIONAL ETF TRUST (DFAC) 6,940 UNCH $222
     DFAC6,940UNCH$222
KKR & CO INC 2,165 +2,165 $218
     KKR2,165+2,165$218
TJX COS INC NEW 2,076 UNCH $211
     TJX2,076UNCH$211
BARINGS BDC INC 10,264 +0 $95
     BBDC10,264UNCH$95
BOEING CO $0 (exited)
     BA0-4,833$0
CONCENTRIX CORP $0 (exited)
     CNXC0-4,575$0
FS CREDIT OPPORTUNITIES CORP $0 (exited)
     FSCO0-13,011$0
VANECK ETF TRUST $0 (exited)
     SHYD0-14,092$0
WENDYS CO 0 -12,021 $0 (exited)
     WEN0-12,021$0

See Summary: MBM Wealth Consultants LLC Top Holdings
See Details: Top 10 Stocks Held By MBM Wealth Consultants LLC

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